Pinnacle Wealth Management Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.93M	Sell	49,238 -931	-2%	-$55.8K	0.2%	98
2025 Q4	$3.01M	Sell	50,169 -644	-1%	-$38.7K	0.21%	90
2025 Q3	$3.05M	Buy	50,813 +722	+1%	+$43.1K	0.23%	89
2025 Q2	$3M	Buy	50,091 +6,749	+16%	+$400K	0.25%	82
2025 Q1	$2.57M	Buy	43,342 +981	+2%	+$57.4K	0.24%	88
2024 Q4	$2.46M	Sell	42,361 -627	-1%	-$36.9K	0.23%	85
2024 Q3	$2.6M	Buy	42,988 +905	+2%	+$54K	0.25%	83
2024 Q2	$2.45M	Buy	42,083 +4,453	+12%	+$257K	0.25%	83
2024 Q1	$2.2M	Sell	37,630 -3,839	-9%	-$225K	0.24%	84
2023 Q4	$2.46M	Sell	41,469 -3,950	-9%	-$228K	0.29%	77
2023 Q3	$2.6M	Buy	45,419 +8,064	+22%	+$468K	0.34%	73
2023 Q2	$2.19M	Buy	37,355 +3,322	+10%	+$198K	0.27%	80
2023 Q1	$2.04M	Buy	34,033 +1,378	+4%	+$81.6K	0.28%	79
2022 Q4	$1.91M	Buy	32,655 +12,840	+65%	+$751K	0.29%	73
2022 Q3	$1.16M	Buy	19,815 +3,105	+19%	+$188K	0.19%	94
2022 Q2	$1.02M	Buy	16,710 +950	+6%	+$58.2K	0.16%	106
2022 Q1	$991K	Buy	15,760 +3,055	+24%	+$198K	0.14%	119
2021 Q4	$845K	Buy	12,705 +3,585	+39%	+$240K	0.14%	133
2021 Q3	$616K	Sell	9,120 -1,635	-15%	-$111K	0.14%	133
2021 Q2	$729K	Buy	10,755 +65	+0.6%	+$4.4K	0.17%	123
2021 Q1	$719K	Hold	10,690	–	–	0.2%	101
2020 Q4	$742K	Sell	10,690 -490	-4%	-$34.3K	0.23%	92
2020 Q3	$788K	Sell	11,180 -185	-2%	-$13.1K	0.27%	86
2020 Q2	$802K	Buy	11,365 +1,530	+16%	+$108K	0.3%	84
2020 Q1	$694K	Buy	9,835 +320	+3%	+$21.7K	0.34%	73
2019 Q4	$627K	Buy	9,515 +3,125	+49%	+$207K	0.23%	104
2019 Q3	$426K	Buy	6,390 +245	+4%	+$16.3K	0.18%	111
2019 Q2	$405K	Buy	+6,145	New	+$398K	0.17%	121

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VGIT Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.9% in Q1 2026, selling an estimated $55.8K and leaving 49,238 shares worth $2.93M. The position accounts for 0.2% of the portfolio, ranked #98.

Pinnacle Wealth Management Advisory Group first reported a position in VGIT in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.05M in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 49,238 shares of Vanguard Intermediate-Term Treasury ETF worth $2.93M as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 931 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $55.8K.
Vanguard Intermediate-Term Treasury ETF made up 0.2% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #98 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2019 and has held it in 28 quarters since.
Pinnacle Wealth Management Advisory Group's Vanguard Intermediate-Term Treasury ETF position peaked at $3.05M in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.